O'Dell Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

O'Dell Group’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,727	Closed	-$51.4K	–	413
2023 Q4	$51.4K	Buy	+1,727	New	+$50.8K	0.01%	199
2023 Q3	–	Sell	-1,727	Closed	-$50.8K	–	415
2023 Q2	$50.8K	Buy	+1,727	New	+$51K	0.01%	190
2022 Q4	–	Sell	-1,727	Closed	-$50K	–	348
2022 Q3	$50K	Hold	1,727	–	–	0.02%	147
2022 Q2	$51K	Sell	1,727 -6,355	-79%	-$190K	0.02%	151
2022 Q1	$244K	Buy	8,082 +11	+0.1%	+$336	0.07%	66
2021 Q4	$250K	Buy	8,071 +28	+0.3%	+$870	0.07%	63
2021 Q3	$251K	Sell	8,043 -6,287	-44%	-$197K	0.08%	63
2021 Q2	$448K	Buy	14,330 +6,319	+79%	+$198K	0.14%	46
2021 Q1	$251K	Buy	8,011 +15	+0.2%	+$470	0.09%	60
2020 Q4	$251K	Buy	+7,996	New	+$251K	0.1%	53
2020 Q1	–	Sell	-7,875	Closed	-$243K	–	54
2019 Q4	$243K	Buy	7,875 +54	+0.7%	+$1.67K	0.12%	50
2019 Q3	$241K	Buy	7,821 +43	+0.6%	+$1.32K	0.13%	47
2019 Q2	$239K	Buy	+7,778	New	+$238K	0.14%	45

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

O'Dell Group's SPSB Position: Q1 2024 in Review

O'Dell Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 1,727 shares — an estimated $51.4K sold.

O'Dell Group first reported a position in SPSB in Q2 2019 and held it in 13 quarters. The position peaked at $448K in Q2 2021. 520 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

O'Dell Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 1,727 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $51.4K.
O'Dell Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2019 and held it in 13 quarters.
O'Dell Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $448K in Q2 2021.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.